LCHorn
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I'm still bullish on Alphabet because a) they aren't getting broken up during the current admin and b) they are monetizing AI in a way that's going to become increasingly clear the others cannot do so yet. Not sure if this is a 2026 impact, but I'm long-term bearing on Meta because it has nowhere to grow and I think ultimately the end user recognizes the product has social harms. I liken it to a Diageo or Constellation Brands, in that consumer tastes are shifting away from it not because of policy changes but consumer preference for something healthier. Also, parents are going to continue to push for later adoption of mobile devices and it's absence in schools, and this later adoption I think will help disconnect successive generations from habitual social media engagement (it'll still be huge, just less so). I'm a little bearish on Amazon, too, but I think the market already recognizes they are struggling to grow revenue. Maybe even more than Meta, there's also some externalities that Amazon has exploited and that make them far more exposed to policy changes (like the tariffs, but also product fraud, huge amounts of product waste, very capable management in direct competitors, etc.)
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Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
Hmmmm...., I do wonder who might be most responsible for collecting intel and advising the coaching staff on this.... -
Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
My impression is that the real GM is Sark, and he doesn’t want to move off Harris because it’s comfortable. This might also account for the decision making paralysis when Sark is absent. -
Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
I appreciate Bobby’s ongoing contribution to Texas athletics, but he looks like someone who just lost his trailer in a tornado and shouldn’t be in front of a camera. -
Transfer Cycle 2025-2026 - Full Roster Weaponization
LCHorn replied to closetojumping's topic in 🤫$9.95🤫
Also that dude is invulnerable and health is a skill. I’d still be laying on the turf if I took a hit and flip like he did in Gainesville. -
I'm over MWND at anything over $100 and as a novelty.
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Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
I don't want to exaggerate the testimonial on it, but I was talking to one of the GA's that worked under him at Texas and he said good things. That said, I'm more intrigued by schools hiring NFL guys that have more of a scouting background and are used to the role or have been a direct report one. None of which describes Brandon Harris, of course. Paying that dude $600K a year when Glasscock makes $425K is nuts. -
I was talking with someone that worked with Babers at (I think) 1300 and he said Babers was blazed out of his mind every day and that was partially why he wasn't aspiring to more than radio. This was before marriage and children so I'm sure that's old gossip. Honestly I try to avoid anything that doesn't have Gerry in it. The other recruiting/general purpose OTF guys don't offer any particular insight doing post-game grades and the coaches surprisingly seem to be only a little better (i.e., they aren't doing film break-downs). It's kind of shitty that the Dunn/Applewhite radio show remains the most intriguing post-game review on Texas football I've listened to and that lasted about six months and was fifteen years ago. Say what you want about Scipio, at least he offers more than "yeah, that was really bad", or "the line really struggled with X".
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Hey, me too! It was the rare (and disappearing) elevated dining option that was affordable for someone early in their career and on a date. Now everything is taco trucks or omakases. Bulevar looks to have a 7:45 available and won't let you down. Kemuri Tatsu-ya has a 6 pm and 8:30, and there's always Ranch 616. Resy has Lenior outside, and I'm underwhelmed by it but other people seem to rave about El Naranjo.
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Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
This hearkens back to my comment that he's a good coach but needs a better GM telling him who to target and how many. -
I've been listening to the OTF podcasts a little more frequently as the season has progressed and I still think they need someone with a broadcasting background* to act as a host. Bobby is better for color, Gerry is a rockstar, and everyone else is kind of meh, at best, as a radio/podcast creator. *and I don't mean Rod Babers, who's somehow made a career out of this despite a bad voice for broadcasting. Suffice to say that On3 isn't offering a superior product in this regard....
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I'm glad that the media has finally started telling this story because it helps organize the finger pointing a little better. Under regulated social media is a pox on humanity and failing to make shareholders responsible for the messages they carry an obvious policy solution for anyone not already in their financial thrall. That's one solution--the other is that governments failing to deliver real improvement are going to ping-pong between sides as voters make every election a change election.
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This--she got another decade before she needs to worry about the botox not keeping up with the aging. That dude is on another level nerdy, too.
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Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
I'll add to this that a paucity of scholarships devoted to this position group was one of the huge red flags in the late stages of Mack Brown's tenure. If you're only going to sign three bodies then every one of them needs to be playing starter or useful reserve snaps. What's worse about this class, in particular, is that they all have developmental roadblocks, i.e., there's not a Nick Brooks, much less a Kelvin Banks, who has the physical aptitude to play early. -
Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
LCHorn replied to texifornia's topic in 🤫$9.95🤫
I agree, although the counterpoint is that next year's line class is supposedly good (bear in mind I die a little inside every time I write "next year" because it's a TexAgs speciality.) Beating a dead horse, but O-line recruiting needs a big reevaluation.
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